Quick Start Guide

SOCaaS MSSP Onboarding 23.1

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July 21, 2023

SOCaaS MSSP Onboarding 23.1 Quick Start Guide
00-231-931308-20230721
 TABLE OF CONTENTS

Change Log 4
SOCaaS MSSP Onboarding 5
Step 1: Determine your onboarding type 5
Step 2: Complete the MSSP onboarding request from the SOCaaS portal 5
Step 3: Setting up SOCaaS on the MSSP FortiAnalyzer 6
Step 4: Onboard MSSP clients 6
Frequently asked questions 8

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Change Log

Date Change Description

2023-04-21 Initial release.

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SOCaaS MSSP Onboarding

SOCaaS MSSP Onboarding

Thank you for choosing SOCaaS!

This SOCaaS onboarding quick start guide for MSSP includes the following information:
l Step 1: Determine your onboarding type on page 5
l Step 2: Complete the MSSP onboarding request from the SOCaaS portal on page 5
l Step 3: Setting up SOCaaS on the MSSP FortiAnalyzer on page 6
l Step 4: Onboard MSSP clients on page 6

Step 1: Determine your onboarding type

A managed security service provider (MSSP) offers network security services to an organization. For more information,
see What is a Managed Security Service Provider (MSSP)?.
When using SOCaaS as an MSSP, you must either onboard as a MSSP account or a Regular account depending on
how you manage your client's devices:

You manage client devices under your own
FortiCare account.
l Complete an MSSP SOCaaS onboarding request.
l Proceed to Step 2: Complete the MSSP onboarding
request from the SOCaaS portal on page 5.
Your manage client devices using their individual
FortiCare accounts.
l Complete a Regular SOCaaS onboarding request.
l Follow the Onboarding Quick Start Guide for further
instructions.

Step 2: Complete the MSSP onboarding request from the SOCaaS

portal

To complete the onboarding request:

1. Log in to your FortiCloud account.

2. Go to Services > Cloud Services > SOCaaS. The SOCaaS welcome page opens.
3. Click on the Start Onboarding button and select MSSP as your customer type.
The full steps for onboarding an MSSP account using the SOCaaS Onboarding Wizard are available in the

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SOCaaS MSSP Onboarding

SOCaaS User Guide.

4. Before proceeding to the next step, wait until you receive an email from the SOCaaS Onboarding team which
includes next steps and instructions.

Step 3: Setting up SOCaaS on the MSSP FortiAnalyzer

To set up your FortiAnalyzer:

1. Wait until you receive an email from the SOCaaS Onboarding team for instructions on how to configure your
FortiAnalyzer on-premises or FortiAnalyzer Cloud instance to forward logs to SOCaaS.

Customer using FAZ on-premises Customers using FAZ Cloud

a. You will receive a message from the SOCaaS
Onboarding team which includes a SOCaaS IP
address and port number.
b. Configure your FortiAnalyzer to forward logs to the
SOCaaS IP address and port number. For full steps,
see Configuring an on-premise FortiAnalyzer.
a. Log in to your FortiAnalyzer Cloud instance on
FortiCloud.
b. Enable Managed SOC Service in the System
Information widget. For full steps, see Configuring
FortiAnalyzer Cloud.

2. Please wait for a confirmation email from the SOCaaS Onboarding team. The message will inform you when
Onboarding is completed. This may take up to three business days (Pacific Standard Time).

Step 4: Onboard MSSP clients

Once you have received confirmation that your MSSP account has been successfully onboarded, you can onboard
MSSP clients.

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SOCaaS MSSP Onboarding

To complete a MSSP client onboarding request:

1. Log in to your FortiCloud account.

2. Go to Services > Cloud Services > SOCaaS. The SOCaaS welcome page opens.
3. Click on the Start MSSP Client Onboarding service request button to launch the SOCaaS MSSP Client Onboarding
Wizard.
The full steps for onboarding using the SOCaaS Onboarding Wizard are available in the SOCaaS User Guide.
4. Before proceeding to the next step, wait until you receive an email from the SOCaaS Onboarding team which
includes next steps and instructions.

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Frequently asked questions

Frequently asked questions

When onboarding to SOCaaS, should I select MSSP or Regular Customer onboarding?

l If you manage your clients' devices under your own Fortinet FortiCare ID, select MSSP onboarding.
l If your clients have their own FortiCare ID, and do you manage their devices using their FortiCare accounts, select
Regular Customer onboarding and follow the Onboarding Quick Start Guide for further instructions.

Why can't I log in to the portal?

l First time users must be given permission by the Customer FortiCare Master Account user. This can be done using
the IAM service in your FortiCloud account:
a. Create a FortiCloud Permission Profile, and add the SOCaaS Portal.

b. Add a new user in the IAM portal.

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Frequently asked questions

c. Select a Permission Scope, and assign the newly created Profile which provides access to SOCaaS.

How long will it take for onboarding to be completed?

l Once you have completed all three onboarding steps, you will receive a Welcome to SOCaaS confirmation
message within three business days (Pacific Standard Time).

How can I check the status of my onboarding request?

l Log in to the SOCaaS Portal and you can track your progress by reviewing the onboarding timeline chart.

l Once all indicators are highlighted up to and including Service Commencementand you have received the
Welcome to SOCaaS email, you will then be onboarded and can use the SOCaaS Portal to monitor your assets,
alerts, submit service requests, and view weekly SOC reports.

Where can I find additional SOCaaS resources?

l The SOCaaS User Guide and FAQ are available on the Fortinet Documentation Site.

How can I contact the SOCaaS onboarding team?

l Please contact SOCaaS_Success@fortinet.com if you have any questions or issues with onboarding. Please
include the following information:
l Company name.

l Full name.

l Primary email.

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Frequently asked questions

l Primary telephone number.

l FortiCare ID used to register your FortiGate(s) to be subscribed to SOCaaS.
l A brief description of your question or issue.

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